Robert E. is currently an Associate Partner and Co-Head of Tax Exempt Fixed Income at Corient, a position held since 2022. Prior to this, they served as Vice President and Assistant Vice President at KORE Private Wealth from 2019 to 2022, and as a Private Wealth Relationship Manager at Merrill Lynch from 2012 to 2018. Robert began their career as an Equity and Mutual Fund Summer Analyst at Legacy Asset Management in 2011. They earned a Bachelor's Degree in Finance from Rutgers, The State University of New Jersey-New Brunswick, completing their studies in 2012.
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